Financial Analyst Junior

Morgan Stanley • South Jordan, UT

1d

About The Position

The US Tax Operations team handles reporting obligations for the firm’s Wealth Management and Institutional clients and ensures compliance with IRS regulations. The team is primarily located in Utah, with additional coverage in New York and India.

The Gain & Loss department maintains cost basis records and provides Gain/Loss reporting for assets held in Morgan Stanley Wealth Management customer accounts. Tax teams work closely with cross-organizational operations teams, handle related queries, reconcile discrepancies between processing systems, ensure the accuracy of regulatory reporting (including cost basis and withholding), and support requirements and testing for strategic platform initiatives.

The department focuses on automation and works closely with technology teams to improve efficiency and reduce risk, using Alteryx, UI Path, and EUC tools when a systemic resolution is not immediately available.

Requirements

• Ability to work independently and effectively within a team environment.
• Excellent time management, interpersonal, and problem-solving skills.
• Ability to manage multiple projects concurrently and prioritize effectively to meet tight operational and annual deadlines.
• Attention to detail and quality of work.
• Ability to consistently exercise sound and decisive judgment.
• Commitment to personal development.
• Bachelor’s degree in a business field and/or experience in the financial industry.
• Understanding of general accounting principles as they apply to the industry.
• Understanding of general process controls.
• Knowledge of databases, spreadsheet applications, and data modelling, including Microsoft Excel, Access, and other Office applications.
• Superior oral and written communication skills.

Responsibilities

• Maintain cost basis records and provide Gain/Loss reporting for assets held in Wealth Management customer accounts.
• Handle queries related to tax operations.
• Reconcile discrepancies between processing systems.
• Ensure accuracy of regulatory reporting, including cost basis and withholding.
• Support requirements and testing for strategic platform initiatives.
• Use automation tools to improve efficiency and reduce risk.

What This Job Offers

• Career Level: Entry Level